Financial Adviser
· NARRE WARREN, VIC
David Leslie Lucas
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250147
David Leslie Lucas is a financial adviser based in Narre Warren, Victoria, with 10 years of experience in the financial services industry since 2016. David is currently authorised under Lifespan Financial Planning. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Commerce (Finance and Financial Planning) from Deakin University. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce (Finance and Financial Planning)
Deakin University
2008
Gradulate Diploma of Financial Planning
Finsia
2017
Self Managed Super Funds
Integrity
2018
Margin Lending
Integrity
2025
Ethics and Professionalism in Financial Advice
Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register